Unsuccessful Outreach Efforts
Our outreach efforts for Yext are considered as successful when the client successfully links their accounts to Yext; however, there are many factors that we are unable to control. Perpetual effort is unsustainable, therefore we need to establish an ending to the attempts as follows:
After 3 email and 3 phone call attempts, outreach will cease (~one month of effort).
The Digital Marketing Fulfillment Specialist will let the associated account manager know via email that the efforts to connect were unsuccessful.
Email Template for Unsuccessful Yext Outreach
Subject: {Account Number} {Account Name} - Yext Outreach Unsuccessful
Hi {Account Manager},
The following attempts for Yext outreach have been completed:
Attempt 1 - {Date}
Attempt 2 - {Date}
Attempt 3 - {Date}
Unfortunately, we were unable to link the appropriate accounts to our platform. If the client reaches out regarding their Business Directory Listing service, please let me know, and I will connect with them.
{Signature}
At this point in time for DSB clients, please move the card to the Completed column and remove them from the Client Outreach - Yext spreadsheet to clear them from the outreach queue.
No further action is required for other SEO clients.
Successful Outreach Efforts
An outreach is considered as successful when the client agrees to connect both their Facebook and Google My Business accounts to the Yext platform. When this happens:
Move the DSB clients to the Completed column with a note that connection was successful in the comment section.
Remove client from the Client Outreach - Yext spreadsheet.
You may send a courtesy note to the Account Manager that the outreach attempts were successful, but this is not a requirement.
This completes the Yext Outreach process.